Prospecting
Client prospecting tips for insurance agents and other financial professionals.
How Tax Planning Can Help Advisors Turn Prospects to Clients
By Rob BurgessShowing potential clients how to reduce their lifetime tax liability sets you apart, Dave Alison says.
April 02, 2026
The Pros and Cons of 20 Prospecting StrategiesTechnology changes, but the question remains the same: How can financial advisors find new clients?
March 27, 2026
8 Things Advisors Can Do to Earn $1M a YearThere's more to being a high earner than asset levels and client volume, CEG Insights finds.
March 12, 2026
10 Things No Client Has Ever Said to Their AdvisorJust because your client isn't telling you something doesn't mean they aren't thinking it.
February 19, 2026
Steward Partners Taps AI-Powered Prospecting PlatformSteward is starting with a one-year subscription to WealthFeed for 50 lead advisors.
February 18, 2026
Advisors Adding Retirement Plan Participants as Wealth Clients: StudyWhile few advisors counsel DC plans, they're making progress in converting enrollees into clients.
February 17, 2026
How an Advisor Became a Benefits Whiz and Multiplied His AssetsJames Bogart built a business serving employees of large companies. Then the pandemic changed everything — for the better.
February 17, 2026
The Ten Commandments of Client CommunicationThe key to building long-term relationships is developing a personal connection.